'Big Short' investor Michael Burry says AI is turning Big Tech into a worse business

Tech Insider : Business
Michael Burry big short premiere
Michael Burry attends "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Andrew Toth/Getty Images

8 Wall Street pros share their tips on investing amid rising AI bubble concerns

Tech Insider : Business, Style

Over the last couple of weeks, we've asked market pros where they fall on the AI bubble argument and how to invest accordingly. Some warned of downside for tech stocks. Others said they still like the AI trade, but recommend hedging it with other parts of the market.

Washington is still catching up with the AI bubble debate

Tech Insider : Politics, Business, Economy
Sen. Ted Cruz
"Will there be uncertainty? Will there be economic challenges? Of course," said Sen. Ted Cruz.

AP Photo/Rod Lamkey, Jr.

In a new deal, Nvidia hires Groq's top engineering talent, including its founder, who built AI chips at Google

Tech Insider : Business, Technology
Jensen Huang
Billionaires like Jensen Huang, the CEO of Nvidia, have seen their net worths skyrocket during the AI boom.

Bill Clark/CQ-Roll Call, Inc via Getty Images

'Big Short' investor Michael Burry warns the US will lose the AI race to China if it banks on Nvidia's 'power hungry' chips

Tech Insider : Business
A side-by-side image of Nvidia CEO Jensen Huang and famed short-seller Michael Burry.
A side-by-side image of Nvidia CEO Jensen Huang and famed short-seller Michael Burry.

Ezra Acayan/Getty Images; Jim Spellman/WireImage

Howard Marks warned of an AI 'moonshot' mentality — and shared why he'd rather own tech titans than flashy startups

Tech Insider : Business, Technology
Howard Marks, Co-Chairman of Oaktree, at the Global Hong Kong Global Financial Leaders Investment Summit on October 8, 2023, in Hong Kong, China
Howard Marks says AI hype is pushing investors into risky "moonshot" bets.

Vernon Yuen/NurPhoto via Getty Images

The AI bubble talk is coming from inside the earnings calls

Tech Insider : Business, Style, Technology
AI bot blowing bubble

iStock; Rebecca Zisser/BI

  • The phrase "AI bubble" has recently been in the zeitgeist.
  • Mentions in earnings calls and investor conference transcripts increased 740% from last quarter.
  • Only demonstrable profits will quiet the talk, analyst Gil Luria told BI.

There's a bubble in talk of an "AI bubble."

The world's biggest business leaders are talking about AI — and they predict 'some headline blow-ups'

Tech Insider : Business, Technology
Dario Amodel at dealbook
Dario Amodei, the CEO of Anthropic, discussed the possibility of an AI bubble at the DealBook Summit on Wednesday.

David Dee Delgado/Getty Images for The New York Times

Ex-Google CEO Eric Schmidt says AI isn't overhyped — the biggest gains from automating corporate work are still ahead

Tech Insider : Economy, Business, Technology
Former Google CEO Eric Schmidt at the America Business Forum at Kaseya Center in Miami on November 06, 2025.
Ex-Google CEO Eric Schmidt says AI isn't overhyped because the real payoff — automating the costly, boring backbone of business — is only just getting started.

Alexander Tamargo/Getty Images for America Business Forum

The AI boom has all 4 classic bubble signs — and it could pop in 2026 if interest rates rise, a top economist says

Tech Insider : Economy, Economy, Business
A mobile phone with a financial stock graph visible in the background in Brussels on November 11, 2025.
Ruchir Sharma says AI's explosive surge looks like a bubble that may burst in 2026.

Jonathan Raa/NurPhoto via Getty Images

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